Lee Schierloh is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Sandra Higgins is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Collin Crowe is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jeff Wyler Automotive Family from 2014 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Ryan Schroeder is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Lifetime Financial Growth. Outside of finance, his background includes roles in education and the hospitality industry. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

James Ghory Jr. is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Ghory serves on the investment committee for Catholic Social Services of the Miami Valley, a community organization focused on disaster relief and humanitarian aid. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and a range of investment services managed through firm-approved tools and analysis.

Carson Zimmer is a financial advisor with LPL Financial in Kettering, Ohio, holding a Series 66 license and six years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and the University of Dayton. He is also involved with DayAir Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jerald Butts is a financial advisor with LPL Financial in Beavercreek, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at LPL Financial in various capacities since 2009, with prior experience at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he operates 3 Point Wealth Strategies, an investment-related business affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

Michelle Gudorf is a financial advisor with UBS Financial Services in Miamisburg, Ohio. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Gudorf has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing clients access to model-based asset allocations, proprietary research, and a range of capital markets services.

Chris Landis is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously spent 15 years at PNC Investments before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes structured discovery and firm-approved tools, without providing individual security recommendations as part of standalone plans.

Mark Koogler II is a financial advisor with Edward Jones in Centerville, OH, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of around 23,701 advisors and 15,121 branch offices. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Joshua Pfeiffer is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. In addition to his advisory role, Pfeiffer lectures on Financial Strategies for Successful Retirement at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to customize financial plans according to clients’ goals and risk tolerances.

Daphne Warner is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 63 designation and previously worked at PNC Investments for 11 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured assessment tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Emily Moore is a Planning Consultant at Fidelity Investments, where she has been serving since 2021. In her role, she works directly on clients' wealth management teams and collaborates with Financial Consultants to address various financial needs, including the development and analysis of financial plans. She partners with clients to understand their goals, values, and financial objectives. Emily has accumulated significant experience in the financial services industry, beginning her career as an Office Assistant at Ameriprise Financial from 2005 to 2007. She then served as a Paraplanner at Ameriprise Financial for ten years, from 2007 to 2017, before becoming a Financial Advisor at the same firm until 2021. She holds a California Insurance License and applies her expertise to support clients in managing their financial planning needs.

Travis King is a financial advisor with Robert W. Baird & Co. in Miamisburg, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at UBS Financial Services for 19 years before joining Robert W. Baird in 2019. Outside of his advisory role, he is an owner and member of Design Properties - Soraya Farms, LLC. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Matthew Beck is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and currently operates several financial services businesses, including Peak Advisory Group and Prosperity Advisors, LLC. Beck also has involvement in tax preparation referrals through Prosperity Tax Center, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Matthew Di Filippo is a ChFC® credentialed financial advisor with 12 years of experience at Edward Jones, where he has worked since 2014. Prior to his financial advisory career, he was associated with an eBay retail business based in Centerville, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Tiffany Kellner is a financial advisor with UBS Financial Services in Dayton, Ohio, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with UBS since 2000. In addition to her advisory role, she serves as an instructor at the University of Dayton and is a member of the Board of Trustees for the Gala of Hope, a nonprofit focused on raising funds for cancer patients in Dayton. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Joyce Combs is a financial advisor with Primerica Advisors in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and offers its services primarily through a tiered wrap-fee structure.

Alletta Gonzalez is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 licenses and has 25 years of industry experience. She has worked at Morgan Stanley and Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations to model potential outcomes.

Kevin Duffin is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. His career includes roles at Marsh & McLennan Agency, MMA Securities LLC, and Brower Investment Advisers, alongside operating as a self-employed advisor since 1993. He serves on the board of directors for the USO Central & Southern Ohio, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform.